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SMArtX rakes in $12 billion of AUM, nets $8.8 billion in six months--thanks to a Morningstar mega-boost-- by selling the novel concept that TAMP assets can be quickly converted to cash on demand

The West Palm Beach, Fla., UMA provider grew about 40% in the six months ended July 29, thanks to a prior deal with the Chicago TAMP and by giving RIAs a power that other TAMPs can't provide.

Friday, July 1, 2022 – 12:47 AM by Brooke Southall
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Evan Rapoport: It's the enterprise that gets it.

Related Moves

The exclusive deal SMArtX cinched with Black Diamond is yielding Tiffany results, and now SmartX is hiring to keep up

Growth is not an option for the tiny West Palm Beach concern after its SS&C alliance after AUM all but doubles in recent months requiring more inventory, expertise and staff

April 10, 2019 – 11:05 PM

With $4 million VC raise fresh in hand, SMArtX takes next step to shed Black Diamond shadow by hiring a president/COO who casts his own

.Jonathan Pincus took overseen assets at Northern Trust from $3 billion to $70 billion at his Chicago firm and learned about SMartX after in his old role

May 22, 2020 – 9:36 PM


Mentioned in this article:

HedgeCoVest
TAMP
Top Executive: Evan Rapoport

SMArtX Advisory Solutions
TAMP
Top Executive: Evan Rapoport




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